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Portfolio managers are in a race against to pick some of the stocks that they think remain well positioned to maintain the impressive run experienced in 2014. Disruptive Tech Research analyst, Lou Basenese, during an interview on CNBC reiterated that Apple Inc. (NASDAQ:AAPL), Skyworks Solutions Inc. (NASDAQ:SWKS) And Southwest Airlines Co (NYSE:LUV) are poised to be some of the biggest hits in 2015.

“There is always a large cap to play the best growth trends and there is no bigger trend than mobile and that’s make Skyworks Solutions Inc. (NASDAQ:SWKS) a company that I think everyone has to own in 2015. They are a leading a RF chip supplier; they are well positioned in the iPhone,” said Mr. Basenese.

Skyworks impressive run in 2014 is set to continue in 2015 as the demand for Apple Inc. (NASDAQ:AAPL)’s iPhones remains strong at the back of 4G LTE network gaining traction in China. Basenese also believes Skyworks Solutions Inc. (NASDAQ:SWKS) could receive a major uplift in the year at the back of a disruptive technology that it is partnering with a company called Resident. The partnership with Resident is expected to allow the giant chip maker to produce RF filters that are a 55% discount to the current market.

With Wall Street remaining skeptical on the ability of iWatch to uplift Apple Inc. (NASDAQ:AAPL) stock in 2015, Basenese maintains Apple Pay remains the product to watch as it is expected to gain the much-needed popularity.

“I think everyone is discounting Apple Pay though it is up to a great start, iPhone 6 sales are up to a great start. The company has got to execute but again I think it is primed for further increases in profitability and the stock price can move a little bit higher,” said Mr. Basenese

Basenese also discounted the ongoing concern that Apple Inc. (NASDAQ:AAPL)’s iWatch is poised to be a flop reiterating that many wearables flop because of a terrible battery life something that is unlikely to happen with iWatch.

Southwest Airlines Co (NYSE:LUV) is one of the airlines that has benefited a great deal from the ongoing drop in oil prices. Belpointe Asset Management analyst David Nelson remains confident that the impressive run of 2014 is poised to continue this year. Despite soaring by 123% in 2014, Nelson maintains that Southwest Airlines Co (NYSE:LUV) remains a strong buy at the current trading levels.

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